Annuity Sales Specialist
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Job Location:
Orlando, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
Launch That is seeking a driven Annuity Sales Specialist to work directly with a fast-growing content-led annuity marketplace. is dedicated to helping consumers make confident retirement income decisions by bridging the gap between high-quality financial education and personalized professional advice.
This role will work closely with our Senior Annuity Sales Manager playing a critical part in expanding our sales pipeline and optimizing lead outcomes for the brand.
Key Responsibilities:
Growth Trajectory:
At Launch That we invest in ourselves and our community. We was founded in 2007 as an entrepreneurial digital marketing startup thats grown from two founders in a garage to almost 100 digital tech creative and content professionals in the heart of downtown Orlando.
Launch That covers 100% of the premium cost for employee-only medical coverage for all full-time benefit eligible team members! We also offer 100% employer paid short- and long-term disability insurance competitive compensation paid time off 20 days of paid parental leave after 90 days a 401k retirement plan paid volunteer opportunities and more!
We work hard and appreciate work/life balance so all of our team members enjoy a company-wide Holiday Break from December 24th - January 1st each year!
Launch That embraces a hybrid flexible workplace environment which consists of work-from-home opportunities with 3 recommended in-office days (M W TH) to maximize team collaboration and 2 WFH days (T F). We believe in offering ongoing flexibility when it comes to the things that happen in life like childcare doctor appointments and the joys of homeownership!
Why Work @ Launch That
This role will work closely with our Senior Annuity Sales Manager playing a critical part in expanding our sales pipeline and optimizing lead outcomes for the brand.
Key Responsibilities:
- Re-activating aged orphaned and high-potential annuity leads via strategic phone and email outreach.
- Conducting initial discovery to assess lead suitability (age assets state residency timeline and intent).
- Providing rapid professional first-touch responses to inbound inquiries and advisor requests generated through .
- Maintaining meticulous CRM records ensuring lead statuses outcomes and follow-up tasks are always accurate.
- Coordinating lead routing assisting with appointment setting and supporting advisor workflows to prevent lead leakage.
- Assisting with basic case research premium tracking and gathering customer testimonials to support brand authority.
Growth Trajectory:
- Assisting licensed advisors with technical illustrations rate comparisons and complex paperwork.
- Participating in supervised product discussions (MYGAs SPIAs FIAs etc.).
- Managing interest-only or overflow lead segments under senior guidance.
- Transitioning into an in-house annuity producer role for select lead segments.
- 2 years in sales sales support or lead-driven customer engagement.
- Interpersonal skills and the ability to write professional persuasive copy.
- Hands-on experience working with CRMs and a deep appreciation for data integrity.
- Detail-oriented and process-minded
- Passion for finding leaks in a process and fixing them.
- Willingness to obtain Life & Annuity licensing.
- Prior experience in annuities life insurance or wealth management.
- Experience in high-volume appointment setting or lead qualification environments.
- Sales expertise from another industry (SaaS Real Estate etc.) looking to transition into the financial sector.
- Familiarity with compliance-driven sales workflows.
At Launch That we invest in ourselves and our community. We was founded in 2007 as an entrepreneurial digital marketing startup thats grown from two founders in a garage to almost 100 digital tech creative and content professionals in the heart of downtown Orlando.
Launch That covers 100% of the premium cost for employee-only medical coverage for all full-time benefit eligible team members! We also offer 100% employer paid short- and long-term disability insurance competitive compensation paid time off 20 days of paid parental leave after 90 days a 401k retirement plan paid volunteer opportunities and more!
We work hard and appreciate work/life balance so all of our team members enjoy a company-wide Holiday Break from December 24th - January 1st each year!
Launch That embraces a hybrid flexible workplace environment which consists of work-from-home opportunities with 3 recommended in-office days (M W TH) to maximize team collaboration and 2 WFH days (T F). We believe in offering ongoing flexibility when it comes to the things that happen in life like childcare doctor appointments and the joys of homeownership!
Why Work @ Launch That
- Our Mission and Vision: Launch That is an established leader in the world of digital marketing! Our vision is to build the most valuable digital brands. We believe we will achieve this by connecting people to extraordinary resources.
- Our Team: Launch Thats core talent is exceptional. Many team members have 10 years of experience in digital industries across extremely competitive business lines. We believe that our work starts and ends with our teamand its that focus that makes us one of the best places to work not just in Orlando but in the country.
- Our Culture: Were a close-knit interactive company with a passion to build something special. We offer a vibrant and fun culture that focuses on relationships and collaboration. Throughout the year we host unique fun events where we celebrate our successes. We donate our time and talents to helping our community at large.
- Our Flexible Workplace: Our flexible workplace model consists of work-from-home opportunities with in-office days to maximize team collaboration. We believe in offering ongoing flexibility when it comes to the things that happen in life like childcare doctor appointments and the joys of homeownership!
- Our Office: Our state-of-the-art workplace which we designed and own ourselves offers a unique break room with complimentary Xbox arcade games hot beverages on demand fountain drinks and a robust snack bar!
Required Experience:
Junior IC
Key Skills
- Data Entry
- Customer Service
- Account Executives
- Product Knowledge
- Account Management
- Communication
- CRM
- Salesforce
- Phone Calls
- RFP
- Sales Goals
- Powerpoint
- Technical Support
- Sales Support
About Company
Launch That brings digital ventures to life through marketing and technology. We specialize in SEO, PPC, content, web design, and social media marketing.
